Kotak Business Cycle Fund Regular - IDCW
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 3.12% at 22 Dec 2025 06:30 PM
Fund Details
NAV 16.422
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 3.23
Fund Size(in Crores) 3065.32
Fund Performance
1 Month -1.22%
3 Month -2.58%
6 Month 4.18%
1 Year 3.12%
3 Year 17.09%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (75%) Market Cap Mid Cap 16.05 Small Cap 15.26 Large Cap 43.69 Top Sectors Financial 19.97 Technology 7.68 Consumer Staples 7.65 Healthcare 6.97 Automobile 6.76 Capital Goods 5.98 Services 5.18 Construction 3.28 Energy 3.22 Materials 2.07 Communication 1.88 Chemicals 1.75 Textiles 1.3 Consumer Discretionary 0.66 Metals & Mining 0.66 Top Holding Kotak Mahindra Bank 2.2 Azad Engineering 1.09 One97 Communications 1.43 Ultratech Cement 1.1 DEE Development Engineers 1.23 LG Electronics India 0.66 Piramal Pharma 1.16 Fortis Healthcare 1.19 Varun Beverages 1.01 Concord Biotech 0.5 Bharat Electronics 1.3 Shakti Pumps (India) 1.5 Infosys 2.33 Tata Power Company 0.95 Vinati Organics 0.78 TVS Motor Company 1.39 Tata Consultancy 1.9 Trent 0.94 Aurobindo Pharma 1.31 ICICI Bank 4.36 Muthoot Finance 1.2 Afcons Infrastructure 1.13 Power Fin. Corp. 1.03 GE Vernova T&D 1.06 Hindustan Unilever 1.58 United Spirits 0.77 Mahindra & Mahindra 1.96 Sansera Engineering 1.42 Shriram Finance 1.02 Onesource Specialty Pharma 1 LTIMindtree 1.01 Reliance Industries 2.27 Mphasis 1.51 Bharti Airtel 1.27 Arvind Fashions 1.3 Apollo Hospitals Enterprise 1.8 Kei Industries 1.04 ITC 1.75 HDB Financial Services 0.58 Axis Bank 2.35 Prestige Estates Projects 0.71 Mrs. Bectors Food Specialities 1.22 KPIT Technologies 0.94 SRF 0.98 MCX 0.85 TVS Motor Company - Pref. Shares 0.02 The Federal Bank 0.57 Bharti Hexacom 0.6 SBI Cards 0.91 HDFC Bank 5.75 Tata Motors 1.21 Samvardhana Motherson 0.76 Larsen & Toubro 1.44 Manorama Ind 1.33 Eureka Forbes 0.66 Grasim Industries 0.96 ITC Hotels 0.71
Debt & Others (25%) Sector Allocation Net Payables -0.4 State Development Loan 8.7 Bonds/NCDs 0.99 Debt Credit Ratings SOV 17.42 AAA 3.95 Cash & Call Money 3.63 Debt Category Jamnagar Utilities and Power 0.94 Karnataka State 4.83 Larsen & Toubro 0.99 GOI 8.72
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.95% Ret 1Y 2.58% Ret 3Y 13.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.95% Ret 1Y 2.58% Ret 3Y 13.14% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -2.25% Ret 1Y 0.3% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -2.25% Ret 1Y 0.3% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -2.25% Ret 1Y 0.3% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.39% Ret 1Y 2.87% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.39% Ret 1Y 2.87% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.39% Ret 1Y 2.87% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.12% Ret 1Y -11.68% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.12% Ret 1Y -11.68% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.12% Ret 1Y -11.68% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.92%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Abhishek Bisen
Education Mr. Bisen is a BA and MBA in Finance.
Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Harish Bihani
Education Mr. Bihani has done MBA in Finance
Experience Prior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.
Arjun Khanna
Education Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 3
Date of Incorporation 2022-09-28
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
